The Impact of Inflation on Stocks, Bonds, and Cash
The inflation fears are rising in the market and we are releasing this video to help you to better understand how inflation works and the impact that is has on stock, bonds, and cash.
Retirement Account Withdrawal Strategies
The order in which you take distributions from your retirement accounts absolutely matters in retirement. If you don’t have a formal withdraw strategy it could end up costing you in more ways than one. Click to read more on how this can effect you.
Estimated Tax Payments Still Due April 15th
The IRS extended the tax filing deadline for 2020 from April 15th to May 15th. Click to read more on the questions that we are getting from business owners, retirees, and individuals taxpayers.
COVID-19 Distribution Tax Forms!!!
If you took a COVID distribution from a retirement account, IRA, 401(K), in 2020, you will have to report it on your taxes. Here are the special tax forms that you will need to report your COVID distribution. DISCLOSURE: This is for…
The GameStop Surge: 5 Investment Lessons
In this video, we will be explaining what is driving the price surge in GameStop, AMC, and other companies in the markets. More importantly there are 5 very important investment lessons that investors can learn from the recent GameStop anomaly that we will present in the video.
At What Age Does A Child Have To File A Tax Return?
When your children begin working and they receive their first W2, the question from parents is often “Do they have to file a tax return?” In this video we will cover
Will Moving From New York to Florida In Retirement Save You Taxes?
I am getting the question much more frequently from clients - "When I retire, does it make sense from a tax standpoint to change my residency from New York to Florida?". When I explain how the taxes work
